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practice advisor

Connect Everything.

Canopy hosts an entire ecosystem of products all working together so you can enhance the efficiency of your practice while building stronger connections with your clients.

  • Practice Management
  • IRS Transcripts
  • Tax Resolution
  • Notices
connect

Better client experiences.

Provide a more transparent and connected experience for your clients with tools that improve communication and information sharing.

  • Client portal
  • File sharing and storage
  • Online payments
  • Requests and reminders
  • Client intake survey
client

Easy to set up. Easy to use.

Canopy was created by accountants for accountants. Every feature was built to be smart and intuitive so you can immediately start solving client problems.

  • Easy onboarding
  • Knowledge-base guides
  • World class support
easy

Focus on what you do best.

With built-in automation, you can ditch repetitive tasks and leverage real-time analytics to advise your clients on the best course of action.

  • Automated workflows
  • Auto-populated forms
  • Email marketing
  • Outcome recommendation
  • Collections analytics
  • Transcripts analytics
focus

Work from anywhere.

Entirely cloud-based, Canopy allows you to run your practice from any device, wherever there’s a wifi connection. It’s the end of costly hardware, maintenance, and IT resources.

  • Cloud-based software
  • Automatic updates
  • Secure from anywhere
  • Unlimited file storage
anywhere
security

Security

Send and receive sensitive files with bank-level security. Set safety nets with two-factor authentication and backup data storage.

workflow

Workflow

Track progress, synchronize calendars, and create custom task templates.

document

Document Management

Protect, manage, and exchange files with bank-level security and drag-and-drop simplicity.

contact

Contact Management

See every file, email, and activity related to your client in one profile.

analytics

Tax Resolution Analytics

Tax resolution analytics instantly calculate smart recommendations based on your client’s unique case.

portal

Client Portal and Requests

Onboard clients with an easy-to-use portal where they’ll have access to everything they need to move their engagements forward.

“After less than three months of using Canopy, I had streamlined my process to the point that I could add $3,500 in monthly recurring revenue.”
James Faughtenberry
The ATA Group

Take it for
a test drive.

See what’s possible with Canopy.